@FallenBlew41 2 months ago
TSMC Still Has More Room?
TSMC Still Has More Room?
just reported a huge quarter around $36B revenue with strong profits and margins. AI and high performance computing seem to be driving most of it right now.
Everything looks pretty solid overall, but with numbers like this, do you all think this kind of growth can keep going, or does it start slowing down from here?
@Simonwhite 2 months ago
taiwan semiconductor is just on another level with all this ai demand. i don't see them slowing down as long as everyone needs these high-end chips.
@JaneWilliams 2 months ago
HPC demand looks solid, but smartphone slowdown could start dragging overall growth soon
